Y-Intercept (HK)’s Sotera Health SHC Stock Holding History

Y-Intercept (HK)’s Portfolio SHC Stock Details SHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$299K	Buy	16,865 +4,472	+36%	+$70.5K	0.01%	1467
2026 Q1	$178K	Sell	12,393 -206,062	-94%	-$3.42M	﹤0.01%	1444
2025 Q4	$3.85M	Buy	+218,455	New	+$3.61M	0.09%	318
2024 Q1	–	Sell	-19,284	Closed	-$325K	–	1722
2023 Q4	$325K	Buy	+19,284	New	+$273K	0.03%	786
2023 Q3	–	Sell	-20,189	Closed	-$380K	–	1536
2023 Q2	$380K	Buy	+20,189	New	+$321K	0.04%	682

Other funds holding SHC

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

OKSA

O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Y-Intercept (HK)'s SHC Position: Q2 2026 in Review

Y-Intercept (HK) increased its Sotera Health (SHC) stake by 36% in Q2 2026, buying an estimated $70.5K and bringing the position to 16,865 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #1467.

Y-Intercept (HK) first reported a position in SHC in Q2 2023 and has held it in 5 quarters since. The position peaked at $3.85M in Q4 2025. 39 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

Y-Intercept (HK) held 16,865 shares of Sotera Health worth $299K as of Q2 2026.
Y-Intercept (HK) bought 4,472 Sotera Health shares in Q2 2026, an estimated $70.5K.
Sotera Health made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1467 holding.
Y-Intercept (HK) first reported a position in Sotera Health in Q2 2023 and has held it in 5 quarters since.
Y-Intercept (HK)'s Sotera Health position peaked at $3.85M in Q4 2025.
39 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.